Exact Synergy Enterprise Tips
Brought to you by the Exademy: Exact’s Corporate Center of Learning
 Synergy's greatest strength
is that it brings together all areas of a
business, unites all departments across an
organization, creating a single source of truth.
The side effect is that the amount of data
available can be overwhelming.
In this quick demo, you'll learn how to simplify
your view of Exact Synergy Enterprise so that
the information and menu paths you need are not
lost in a crowd of stuff you don't use.
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 Organize Your Workflow
Is your workflow out of
control? Do you need a quick way to sort and
find requests in your workflow? Or maybe
there is just a better way that you'd prefer to
view your workflow, sorted by account or
contact, for example.
This quick demo will show you how to quickly
organize your workflow in many ways so that you
can find the information you need, when you need
it.
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Personalize Your Account Cards
All of your customer information is stored on
the customer account card. But depending
on your role in the Customer Life Cycle you are
probably interested in only the information you
need to do your job.
In this short demo you'll learn how to remove
and add information and to change the layout so
that the information you need is exactly where
you want it.
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Play
Movie|
Have you ever discovered
mid process that you've forgotten to add some
information that you need to link to your
current process? Do you hate to stop mid stream
with one task to complete another?
In this quick demo, you'll learn how to add new
information (like a new document) from within an
active process (like entering a request).
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Special Delivery
Every Synergy user knows
that their Synergy environment is loaded with
useful information. IF you go and look and
for it. But who has time to search?
The really important stuff you want to come to
you...
Using RSS feeds is a useful way to stay informed
when new information becomes available.
Instead of searching for it, the information
comes to you via an RSS Feed.
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Playing Favorites
We all know that Synergy contains a lot of
information which can be overwhelming.
What documents do you work with most often?
What reports do you regularly view? As
your favorite items they deserve special
attention.
In this short demo you'll learn how to create
favorites, organize them into categories and add
favorite categories to your home page so that
all your little darlings are right at your
fingertips.
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